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Building 2ASEMPA WEALTH ADVISORS

Map pinBATON ROUGE, LA
Phone(225) 529-9329
NotebookSEC #801-129040
Total AUM
$246M
Employees
4
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8440 JEFFERSON HWY
SUITE 401
BATON ROUGE
LA 70809
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(225) 529-9329
Other Offices
1

ReceiptFinancials

Total AUM
$246M
Accounts
88
Discretionary
$246M
Accounts
88
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$508.1K
HNW Individual Clients
80
AUM
$230.9M
Pension/Profit Sharing Plan Clients
1
AUM
$14.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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